§ 13F · FUND PROFILE
Johnson Bixby & Associates, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $728.2T (13F)Positions · 123Turnover · — · Q4Filed · Jan 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$806.8T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | ITOT | ISHARES TR | 690K | $102.5T | 12.7% | NEW |
| 2 | CGDV | CAPITAL GROUP DIVIDEND VALUE | 2.07M | $90.4T | 11.2% | NEW |
| 3 | CGGR | CAPITAL GROUP GROWTH ETF | 1.39M | $62.0T | 7.7% | NEW |
| 4 | CGCB | CAPITAL GRP FIXED INCM ETF T | 2.04M | $54.2T | 6.7% | NEW |
| 5 | IUSB | ISHARES TR | 928K | $43.2T | 5.4% | NEW |
| 6 | VCSH | VANGUARD SCOTTSDALE FDS | 513K | $40.9T | 5.1% | NEW |
| 7 | FNDF | SCHWAB STRATEGIC TR | 851K | $38.5T | 4.8% | NEW |
| 8 | CGIE | CAPITAL GROUP INTERNATIONAL | 924K | $32.2T | 4.0% | NEW |
| 9 | BINC | BLACKROCK ETF TRUST II | 506K | $26.7T | 3.3% | NEW |
| 10 | DIA | SPDR DOW JONES INDL AVERAGE | 52K | $24.9T | 3.1% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE JOHNSON SIGNAL
AC read
Johnson Bixby & Associates, LLC is a Other fund managing $728235.9 trillion in assets. The fund runs a portfolio of 123 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed